and i think buy american company is pretty good prices. these are world class companies. not just america, european and japanese and chinese companies, but you are still buying them at fairly good prices. the return is not that good. i'm comfortable owning stocks right now. >> my thanks to jamie dimon. >>> the state of business, the state of investors and the state of europe is all part of the conversation here at davos this week. this citi ceo to a billionaire philanthropist, here's what they had to say. >> our strategy to me is really focused around the big secular things going on in the world, globalization, urbanization, digitization. if you think of globalization, you look at what's going on in the economy, most of the growth is coming from the developing countries. >> the markets, they're recovering. investors had something like 15% increase in the 401(k) plans last year. housing prices have recovered. the net wealth are increasing the confidence of investors to participate and there's obviously rotation from bonds to equities. >> there's a general sense of let's sa